Advisory COO Office (Middle Office) Operations Specialist
Core
Validate data, maintain accurate records, and support Joint Business Relationship (JBR) operations and administrative workflows for the Advisory COO Middle Office.
Role type
Operations Specialist (Middle Office)
Builds
Operational support for Advisory COO functions
Domain
Professional Services / Advisory / Middle Office Operations
Deliverable
dashboards & analysis
Required skills
Data validation, record management, issue identification and escalation, stakeholder communication, process adherence, Salesforce monitoring, JBR documentation coordination
Preferred skills
SAP familiarity, Business Administration/Management/Finance/Economics degree background
Responsibilities
Validate data and maintain accurate records; Identify errors or gaps and escalate for resolution; Support Joint Business Relationship (JBR) requests and documentation; Monitor Salesforce records and track status; Follow workflows and suggest practical improvements
Seniority
Junior to Mid-level, hands-on IC